In this article from Financial Planning Magazine detailing the CFP’s release of a “Generative AI Ethics Guide”, John O’Connell weighs in, noting that while the guide provides sound direction on use cases where AI technologies can be used to save time for an advisor, “It should include guidance on educating the advisor on the risks of using AI technologies.”
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
Do you own your data? That may sound like a strange question.... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
